Privacy Policy
Great Advice (a trading name of Aetos Wealth Advisors Pty Ltd, ACN 160 287 301) is committed to protecting your personal information in accordance with the Australian Privacy Principles under the Privacy Act 1988 (Cth).
What information we collect
We collect personal information that's reasonably necessary to provide financial advice and related services. This may include:
- Your name, address, phone number, and email
- Date of birth and tax file number (where required for advice)
- Financial details: income, assets, liabilities, superannuation, insurance
- Employment and health information relevant to your advice needs
- Identity documents (to meet Anti-Money Laundering obligations)
When you visit our website, we also collect standard technical data: your IP address, browser type, pages visited, and referring site. We use Google Analytics to understand how visitors use the site.
How we collect it
We collect information directly from you during consultations, via our contact form, by phone, or through documents you provide. We may also collect information from third parties such as your accountant, super fund, or Centrelink with your consent.
Why we collect it
We use your personal information to:
- Provide personalised financial advice
- Prepare and implement your financial plan
- Meet our legal obligations under the Corporations Act 2001
- Comply with Anti-Money Laundering and Counter-Terrorism Financing laws
- Communicate with you about your advice and services
- Improve our website and services
Who we share it with
We may share your information with:
- Our licensee: Akumin Financial Planning Pty Ltd (AFSL 232706), as required under our authorised representative agreement
- Product providers: super funds, insurers, and platform operators when implementing your plan
- Professional advisers: your accountant or solicitor, with your consent
- Regulatory bodies: ASIC, AUSTRAC, or the ATO where legally required
We don't sell your personal information to anyone. We don't share it with marketing companies.
Cookies and website tracking
Our website uses cookies to remember your preferences and improve your experience. We use Google Analytics to track page views and visitor behaviour. You can disable cookies in your browser settings, though some features of the site may not work as intended.
Our site may contain links to external websites (such as Calendly for booking meetings). We're not responsible for the privacy practices of those sites.
How we store and protect your information
Your information is stored securely using industry-standard measures. Electronic records are password-protected and access is restricted to authorised staff. Physical documents are stored in locked premises.
We retain your records for as long as required by law (generally seven years after our relationship ends) and securely destroy them after that.
Your rights
Under the Australian Privacy Principles, you have the right to:
- Access the personal information we hold about you
- Request corrections to inaccurate or outdated information
- Ask how we've used or disclosed your information
- Make a complaint if you believe we've breached your privacy
To make a request or complaint, contact us at info@greatadvice.com.au or call 07 3290 0393.
If you're not satisfied with our response, you can lodge a complaint with the Office of the Australian Information Commissioner.
Changes to this policy
We may update this policy from time to time. The current version will always be available on this page.
Last updated: April 2026
